Dimensional Fund Advisors LP Houlihan Lokey, Inc. Transaction History

Dimensional Fund Advisors LP

$403 Billion
Q3 2024

A detailed history of Dimensional Fund Advisors LP transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 580,234 shares of HLI stock, worth $101 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

580,234

Previous 625,832 7.29%

Holding current value

$101 Million

Previous $84.4 Million 8.64%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$134.11 - $161.99 $6.12 Million - $7.39 Million	-45,598 Reduced 7.29%	580,234 $91.7 Million
Q2 2024 Aug 09, 2024	SELL	$122.38 - $136.8 $404,833 - $452,534	-3,308 Reduced 0.53%	625,832 $84.4 Million
Q1 2024 May 10, 2024	SELL	$114.14 - $131.85 $377,917 - $436,555	-3,311 Reduced 0.52%	629,140 $80.6 Million
Q4 2023 Feb 07, 2024	SELL	$96.94 - $122.19 $3.13 Million - $3.95 Million	-32,314 Reduced 4.86%	632,451 $75.8 Million
Q3 2023 Nov 09, 2023	SELL	$94.84 - $110.06 $2.94 Million - $3.41 Million	-30,972 Reduced 4.45%	664,765 $71.2 Million
Q2 2023 Aug 09, 2023	BUY	$84.95 - $98.88 $318,307 - $370,503	3,747 Added 0.54%	695,737 $68.4 Million
Q1 2023 May 12, 2023	SELL	$85.36 - $100.78 $9.38 Million - $11.1 Million	-109,886 Reduced 13.7%	691,990 $60.5 Million
Q4 2022 Feb 09, 2023	SELL	$76.69 - $101.58 $3.04 Million - $4.03 Million	-39,664 Reduced 4.71%	801,876 $69.9 Million
Q3 2022 Nov 10, 2022	BUY	$75.03 - $88.87 $1.65 Million - $1.95 Million	21,946 Added 2.68%	841,540 $63.4 Million
Q2 2022 Aug 12, 2022	BUY	$76.53 - $89.4 $1.32 Million - $1.54 Million	17,200 Added 2.14%	819,594 $64.7 Million
Q1 2022 May 13, 2022	BUY	$87.8 - $119.53 $3.5 Million - $4.76 Million	39,823 Added 5.22%	802,394 $70.5 Million
Q4 2021 Feb 09, 2022	BUY	$93.45 - $118.96 $584,997 - $744,689	6,260 Added 0.83%	762,571 $78.9 Million
Q3 2021 Nov 12, 2021	BUY	$80.26 - $95.55 $523,535 - $623,272	6,523 Added 0.87%	756,311 $69.7 Million
Q2 2021 Aug 12, 2021	SELL	$65.35 - $81.79 $217,615 - $272,360	-3,330 Reduced 0.44%	749,788 $61.3 Million
Q1 2021 May 14, 2021	BUY	$63.56 - $72.24 $1.58 Million - $1.79 Million	24,804 Added 3.41%	753,118 $50.1 Million
Q4 2020 Feb 25, 2021	BUY	$59.42 - $70.1 $43.3 Million - $51.1 Million	728,314 New	728,314 $49 Million

Others Institutions Holding HLI

# of Institutions

471

Shares Held

50.6M

Call Options Held

20.7K

Put Options Held

9.1K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $8.64B
Description
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers gen...

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Dimensional Fund Advisors LP Houlihan Lokey, Inc. Transaction History